Senior Analyst, Performance, Reporting & Attribution

OMERS; Toronto; On-site; CAD 86,000 - 130,000; Full time

Benefits offered by this job

Annual Incentive Award

Retirement plans

Mentorship opportunities

Networking sessions

Job summary

OMERS in Toronto seeks a highly motivated Senior Analyst to join the Investment Finance & Operations team. You will support the Global Credit business, producing performance reports and analytical insights across Public and Private Credit portfolios.

The ideal candidate has at least 5 years of relevant experience and a Bachelor's degree. The role offers a dynamic environment with opportunities for growth, continuous learning, and mentorship within a supportive team culture.

Qualifications

• Minimum of 5 years experience in financial analysis or investment reporting.
• Progress toward completion of CFA or CIPM preferred; CPA valued.
• Skilled in developing dashboards and data visualizations.

Responsibilities

• Produce performance and attribution reporting across Global Credit portfolios.
• Generate detailed exposure and portfolio analytics.
• Develop PowerPoint materials and Power BI dashboards for performance insights.

Skills

Financial analysis

Investment reporting

Performance measurement

Data visualization

SQL proficiency

Analytical mindset

Advanced Excel skills

Communication skills

Education

Bachelor’s degree in Business, Mathematics, Engineering, or related discipline

Tools

Power BI

Bloomberg PORT

Blackrock Aladdin

Job description

Choose a workplace that empowers your impact.

Join a global workplace where employees thrive. One that embraces diversity of thought, expertise and experience. A place where you can personalize your employee journey to be — and deliver — your best.

We are a purpose-driven, dynamic and sustainable pension plan. An industry leading global investor with teams in Toronto to London, New York, Singapore, Sydney and other major cities across North America and Europe. We embody the values of our 665,000 members, placing their best interests at the heart of everything we do.

Join us to accelerate your growth & development, prioritize wellness, build connections, and support the communities where we live and work.

Don’t just work anywhere — come build tomorrow together with us.

Know someone at OMERS or Oxford Properties? Great! If you're referred, have them submit your name through Workday first. Then, watch for a unique link in your email to apply.

Scope of Position

Reporting to the Manager, Performance, Reporting & Attribution, we are looking for a highly motivated Senior Analyst to join our Investment Finance & Operations team in Toronto, supporting the Global Credit business across both Public Credit and Private Credit within a world‑class, winning culture that prioritizes people development and long‑term growth.

Our team is responsible for performance measurement, attribution, and reporting for the Global Credit business across Public Credit and Private Credit strategies. This includes calculating performance results for portfolios and benchmarks, producing exposure and portfolio analytics, and delivering clear insights into return drivers, positioning, and business trends for a range of internal stakeholders.

As a Member Of This Team, You Will

• Produce accurate performance and attribution reporting across Global Credit portfolios, with coverage spanning Public and Private Credit strategies.
• Generate detailed exposure and portfolio analytics by strategy, asset type, geography, currency, sector, and issuer to support oversight of Public Credit and Private Credit investments.
• Develop clear, decision‑useful PowerPoint materials and Power BI dashboards to communicate key performance insights, portfolio trends, and attribution results to stakeholders, including senior leadership.
• Support the team’s shift toward digitized reporting and dynamic portfolio insights, promoting scalable and interactive delivery tools.
• Deliver actionable, data‑driven analysis to senior management to enhance understanding of performance drivers, portfolio positioning, and trends across the Global Credit platform.
• Build and maintain trusted partnerships with stakeholders across Capital Markets, Total Portfolio Management, Risk, Finance, and Operations to stay aligned with evolving strategies, portfolio activity, and business priorities.
• Monitor and interpret market, spread, and macroeconomic developments, assessing their impact on Public Credit and Private Credit performance, valuation, and portfolio positioning.
• Stay informed on industry standards for performance measurement, including GIPS (Global Investment Performance Standards).
• Identify and implement process improvements and automation opportunities to enhance reporting efficiency and data accuracy.
• Lead or actively contribute to team projects and broader departmental initiatives, with a focus on innovation and continuous improvement.
• Engage in team culture‑building activities, supporting both social and professional development within the Investment Finance & Operations group.

To Succeed In This Role, You Bring The Following

• A minimum of 5 years experience in financial analysis, investment reporting, performance measurement, or a related role, ideally with exposure to institutional credit portfolios, attribution, and risk measurement.
• A bachelor’s degree in Business, Mathematics, Engineering, or a related discipline.
• Progress toward or completion of the CFA or CIPM designation is preferred; CPA is also valued.
• Proficient in building systematic data solutions, including use of SQL.
• Skilled in developing dashboards and data visualizations using Power BI.
• Familiarity with Bloomberg PORT, and Blackrock Aladdin is considered an asset.
• An understanding of investment products across Public Credit and Private Credit, including bonds, loans, structured credit, alternative investments, derivatives, and related financing structures.
• Strong analytical mindset, capable of handling large data sets and performing insightful, complex analysis, with advanced Excel skills.
• Highly organized, detail‑oriented, and motivated to learn and improve.
• A track record of driving process improvements that enhance efficiency and add value.
• Strong team player with a positive attitude, willingness to help colleagues and “go the extra mile.”
• Excellent communication and interpersonal skills, with the ability to translate complex data into clear insights.

What’s In It For You

• Work with Capital Markets subject matter experts in a dynamic, fast‑paced environment.
• Be part of a supportive team with a winning culture that prioritizes your growth and development.
• Continuous learning across different areas of the business.
• Networking and educational sessions with different leaders across the business.
• Mentorship and coaching opportunities from senior leaders at OMERS.

This posting is for an existing vacancy.

The expected salary range for this position is $86,000.00 - $130,000.00 per year.

You may also be eligible to receive an annual Incentive Award pursuant to our Short‑term Incentive plan and our Long‑Term Incentive plan (if applicable), and to participate in our group benefits and retirement plans – details on these elements of compensation are included within OMERS & Oxford offer letters.

As one of Canada’s largest defined benefit pension plans, our people‑first culture is at its best when our workforce reflects the communities where we live and work — and the members we proudly serve.

From hire to retire, we are an equal opportunity employer committed to an inclusive, barrier‑free recruitment and selection process that extends all the way through your employee experience. This sense of belonging and connection is cultivated up, down and across our global organization thanks to our vast network of Employee Resource Groups with executive leader sponsorship, our Purpose@Work committee and employee recognition programs.

Artificial intelligence (AI) tools are used to support certain stages of the OMERS recruitment process. While AI assists us in our process, human judgment and decision‑making remain central to our candidate experience.